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Tobias Financial Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Tobias Financial Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$35.7M Sell
414,195
-993
-0.2% -$83.6K 4.53% 6
2026
Q1 		$30.2M Sell
415,188
-27,240
-6% -$2.12M 4.21% 7
2025
Q4 		$36M Sell
442,428
-3,918
-0.9% -$318K 5.08% 5
2025
Q3 		$35.7M Sell
446,346
-4,596
-1% -$351K 5.42% 5
2025
Q2 		$32.9M Buy
450,942
+2,904
+0.6% +$191K 5.64% 5
2025
Q1 		$27.7M Sell
448,038
-408
-0.1% -$27.5K 5.38% 5
2024
Q4 		$30.7M Sell
448,446
-4,572
-1% -$307K 6.17% 5
2024
Q3 		$29M Buy
453,018
+8,568
+2% +$531K 5.81% 6
2024
Q2 		$27.7M Sell
444,450
-5,412
-1% -$316K 5.97% 6
2024
Q1 		$25.8M Sell
449,862
-9,126
-2% -$502K 5.85% 6
2023
Q4 		$23.8M Sell
458,988
-1,752
-0.4% -$84.6K 5.79% 6
2023
Q3 		$20.9M Sell
460,740
-2,304
-0.5% -$109K 5.49% 5
2023
Q2 		$21.8M Sell
463,044
-5,118
-1% -$222K 5.88% 3
2023
Q1 		$19.5M Sell
468,162
-11,808
-2% -$459K 5.71% 3
2022
Q4 		$17M Buy
479,970
+5,448
+1% +$200K 5.6% 4
2022
Q3 		$16.9M Sell
474,522
-10,554
-2% -$424K 5.97% 4
2022
Q2 		$18M Buy
485,076
+26,844
+6% +$1.1M 6.05% 4
2022
Q1 		$22M Buy
+458,232
New +$21.7M 7.58% 2
2021
Q4 		– Sell
-474,606
Closed -$23M – 124
2021
Q3 		$23M Buy
474,606
+38,100
+9% +$1.9M 8.58% 2
2021
Q2 		$20.9M Buy
436,506
+16,080
+4% +$730K 8.26% 3
2021
Q1 		$18M Buy
420,426
+4,362
+1% +$187K 7.64% 3
2020
Q4 		$17.6M Buy
416,064
+4,230
+1% +$169K 8.03% 2
2020
Q3 		$15.6M Sell
411,834
-15,786
-4% -$583K 8.56% 2
2020
Q2 		$14.4M Sell
427,620
-42,954
-9% -$1.32M 8.46% 2
2020
Q1 		$12.3M Buy
470,574
+36
+0% +$1.08K 8.88% 2
2019
Q4 		$14.3M Buy
+470,538
New +$13.6M 9.14% 2

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Tobias Financial Advisors's VUG Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 0.24% in Q2 2026, selling an estimated $83.6K and leaving 414,195 shares worth $35.7M. The position accounts for 4.53% of the portfolio, ranked #6.

Tobias Financial Advisors first reported a position in VUG in Q4 2019 and has held it in 26 quarters since. The position peaked at $36M in Q4 2025. 2,877 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Tobias Financial Advisors held 414,195 shares of Vanguard Morningstar Growth ETF worth $35.7M as of Q2 2026.
  • Tobias Financial Advisors sold 993 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $83.6K.
  • Vanguard Morningstar Growth ETF made up 4.53% of Tobias Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Tobias Financial Advisors's Vanguard Morningstar Growth ETF position peaked at $36M in Q4 2025.
  • 2,877 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.